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  1. Companies/
  2. Baxter Credit Union (DBS Bcu Corp.)
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Baxter Credit Union (DBS Bcu Corp.)

EIN 23-7250155-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$51.3M assets
Health & Benefits
1
$2.5M premiums
Participants
1,499
340 NORTH MILWAUKEE AVENUE - VERNON HILLS, IL 60061800-388-7000
Plans on this EIN
3 filings
#001401(k)-$50.0M - 684 part#002401(k)-$1.3M - 155 part#501Fully insured-$2.5M - 1,006 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $51.3M assets / 839 participants

Assets by plan

Share of aggregate retirement assets

  • U.S. RETIREMENT Savings (#001)$50.0M
  • RICO RETIREMENT Savings (#002)$1.3M
Total $51.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • U.S. RETIREMENT Savings (#001)684
  • RICO RETIREMENT Savings (#002)155
Total 839Select a row to open it

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,006 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Vision$756K
  • Dental$707K
  • Health$683K
  • Prescription drug$683K
  • Life$265K
  • +3 more
Total $2.5M9 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BCU U.S. RETIREMENT SAVINGS PLAN

401(k)

Assets$50.0M
Participants684
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BCU PUERTO RICO RETIREMENT SAVINGS PLAN

401(k)

Assets$1.3M
Participants155
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BCU HEALTH AND WELFARE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives1,006
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BCU U.S. RETIREMENT SAVINGS PLAN401(k)$50.0M6842025
#002BCU PUERTO RICO RETIREMENT SAVINGS PLAN401(k)$1.3M1552025
  • BCU U.S. RETIREMENT SAVINGS PLAN$50.0M
    #001 · 401(k) · 2025684
  • BCU PUERTO RICO RETIREMENT SAVINGS PLAN$1.3M
    #002 · 401(k) · 2025155

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BCU HEALTH AND WELFARE PLANFully insuredAETNA LIFE INSURANCE COMPANY$2.5M1,0062025
  • BCU HEALTH AND WELFARE PLAN$2.5M
    #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 20251,006
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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